A sand-cast gray iron flanged nut was used to adjust the upper roll on a 3.05 m (10 ft) pyramid-type plate-bending machine. The flange broke away from the body of the nut during service. Analysis (visual inspection and 150x micrographs of sections etched with nital) supported the conclusions that brittle fracture of the flange from the body was the result of overload caused by misalignment between the flange and the roll holder. The microstructure contained graphite flakes of excessive size and inclusions in critical areas; however, these metallurgical imperfections did not appear to have had significant effects on the fracture. Recommendations included carefully and properly aligning the flange surface with the roll holder to achieve uniform distribution of the load. Also, a more ductile metal, such as steel or ductile iron, would be more suitable for this application and would require less exact alignment.

Two A6 tool steel (free machining grade) shafts, parts of a clamping device used for bending 5.7 cm OD tubing on an 8.6 cm radius, failed simultaneously under a maximum clamping force of 54,430 kg. The shaft was imposed with cyclic tensile stresses due to the clamping force and unidirectional bending stresses resulting from the nature of operation. Nonmetallic oxide-sulfide segregation was indicated by microscopic examination of the edge of the fracture surface. Both smooth and granular areas were revealed on visual examination of the fracture. The shaft was subjected to a low overstress as the smooth-textured fatigue zone was relatively large compared with the crystalline textured coarse final-fracture zone. The fatigue crack was nucleated by the nonmetallic inclusion that intersected the surface and initiated in the 0.25 mm radius fillet at a change in section due to stress concentration. To minimize this stress concentration, a larger radius fillet shaft at the critical change in section was suggested as corrective measure.

An investigation was conducted to determine why 16 out of 139 pipe bends cracked during hot induction bending. The pipe conformed to API 5L X65 PSL2 line pipe standards and measured 1016 mm (40 in.) in diam with a wall thickness of 18.5 mm. A metallurgical cross section was removed along a crack on the extrados to document the crack morphology using optical microscopy. In addition to cracking, golden-yellow streaks were visible at the extrados, and the composition was examined using scanning electron microscopy with energy dispersive spectroscopy. Based on the results, investigators concluded the pipe was contaminated with copper at the mill were it was produced.

A 60.3 mm (2.375 in.) diam drive shaft in the drive train of an overhead crane failed. The part submitted for examination was a principal drive shaft that fractured near a 90 deg fillet where the shaft had been machined down to 34.9 mm (1.375 in.) to serve as a wheel hub. A 9.5 mm (0.375 in.) wide x 3.2 mm (0.125 in.) deep keyway was machined into the entire length of the hub, ending approximately 1.6 mm (0.062 in.) away from the 90 deg fillet. A second shaft was also found to have cracked at a change in diameter, where it was machined down to serve as the motor drive hub. Investigation (visual inspection, inspection records review, optical and scanning electron microscopy, and fractography) supported the conclusion that the fracture mode for both shafts was low-cycle rotating-bending fatigue initiating and propagating by combined torsional and reverse bending stresses. Recommendations included replacing all drive shafts with new designs that eliminated the sharp 90 deg chamfers in favor of a more liberal chamfer, which would reduce the stress concentration in these areas.

The fan drive support shaft, specified to be made of cold-drawn 1040 to 1045 steel, fractured after 2240 miles of service. It was revealed by visual examination of the shaft that the fracture had initiated near the fillet at an abrupt change in shaft diameter. The cracks originated at two locations approximately 180 deg apart on the outer surface of the shaft and propagated toward the center. Features typical of reversed-bending fatigue were exhibited by the fracture. A tensile specimen was machined from the center of the shaft and it indicated much lower yield strength (369 MPa) than specified. It was disclosed by metallographic examination that the microstructure was predominantly equiaxed ferrite and pearlite which indicated that the material was in either the hot-worked or normalized condition. An improvement of fatigue strength of the shaft by the development of a quenched-and-tempered microstructure was recommended.

Grease-wiper springs for cams formed from stampings of 0.25-mm thick carbon spring steel (0.65 to 0.80% C) fractured at the 0.025 mm radius on the stamped 135 deg corner at a 90 deg bend after 5,000,000 cycles. Tool marks 2 to 2.3 mm from the center of the stamped bend were disclosed by visual examination. Fatigue striations originating from cracks at the 0.025 mm radius inside corner at the bend were revealed by SEM of the fractured surface. The maximum stress at the bend, in stock of maximum thickness and as a function of the radius of the 135 deg corner, was indicated by stress calculations to be very close to the maximum allowable fluctuating stress for the material. The wiper springs were concluded to be fractured in fatigue and the cyclic loading resulted from cam rotation. The maximum applied stress approached the allowable limit due to high stress-concentration factor in the spring (caused by the very small inside radius). The corner radius was increased to 0.76 mm and the tools were re-polished to avoid tool marks.

In addition to failures in shafts, this article discusses failures in connecting rods, which translate rotary motion to linear motion (and conversely), and in piston rods, which translate the action of fluid power to linear motion. It begins by discussing the origins of fracture. Next, the article describes the background information about the shaft used for examination. Then, it focuses on various failures in shafts, namely bending fatigue, torsional fatigue, axial fatigue, contact fatigue, wear, brittle fracture, and ductile fracture. Further, the article discusses the effects of distortion and corrosion on shafts. Finally, it discusses the types of stress raisers and the influence of changes in shaft diameter.

Field fatigue failures occurred in a hand-operated gear shift lever mechanism made of 1049 medium carbon steel hardened to 269 to 285 HB. The failures occurred in the 3.18 mm (0.127 in.) radius. Redesign increased the shift lever's diameter to 25 mm (1 in.) and the radius to 4.75 mm (0.187 in.). Also, instead of the as-forged surface, it was expedient to machine the radius. The as-forged surface at 360 MPa (52 ksi) maximum working stress would not ensure satisfactory life because the recalculated maximum stress was 390 MPa (57 ksi). However, the machined surface with a maximum working stress of 475 MPa (69 ksi) gives a safe margin above the 390 MPa (57 ksi) requirement for design stress. Interpreting these values, the forged surface should have a life expectancy of 1,000,000 cycles of stress. However, because the load cycle was somewhat uncertain, the machined radius was chosen to obtain a greater margin of safety. Redesigning eliminated the failures.

This article discusses failures in shafts such as connecting rods, which translate rotary motion to linear motion, and in piston rods, which translate the action of fluid power to linear motion. It describes the process of examining a failed shaft to guide the direction of failure investigation and corrective action. Fatigue failures in shafts, such as bending fatigue, torsional fatigue, contact fatigue, and axial fatigue, are reviewed. The article provides information on the brittle fracture, ductile fracture, distortion, and corrosion of shafts. Abrasive wear and adhesive wear of metal parts are also discussed. The article concludes with a discussion on the influence of metallurgical factors and fabrication practices on the fatigue properties of materials, as well as the effects of surface coatings.

After the mixing machines were introduced into service, excessive assembly stresses and inappropriate detail design caused the premature failures of ice cream drink mixer blades shortly. The mixer blade is slightly deformed by the contact between the wavy washer at the bottom of the assembly and the bends at the bottom shoulders of the two mixer arms. Multiple fatigue crack origins on the inside radii of the bends at the bottom shoulders was revealed by analysis of the failed mixer blades. It was revealed by metallographic examination that the shoulders on the arms were cold bent, introducing tensile residual stresses on the inside radii of the shoulders and creating a localized area of fatigue susceptibility due to the inherent notch sensitivity of cold-formed 300 series stainless steel. It was established that the physical root cause was the design of the mixer blade. The addition of a stand-off washer between the wavy washer and the bottom shoulders of the blade or modification of the shape of the wavy washer to prevent contact with the blade shoulders was recommended.

A recurring piston shaft failure problem on the billet-loading tray of an extrusion press was investigated. Two shafts fractured within a period of 10 days. The shaft was machined from normalized EN3 (AISI C1022) steel stock without further treatment. Visual, microstructural, chemical, and mechanical (hardness and tensile properties) analyses of failed shaft specimens were conducted. The examinations showed that the shafts had failed by fatigue. It was recommended that a low-alloy steel (e.g., 3% Ni-Cr) in the hardened and tempered condition and subjected to shot-peening surface-hardening treatment be used. The provision of a stop to reduce bending stresses was also recommended.

A felt guide roll fractured in-service on a paper manufacturing machine, damaging the belt as well as multiple dryer rolls, nearby felt guide rolls, and the frame of the machine. The investigation included visual and stereoscopic examination, chemical and microstructural analysis, microhardness and tensile testing, stress calculations, and vibration measurements. Based on the results, the roll fracture was attributed to high-cycle fatigue associated with a plug weld over one of the five threaded fasteners added to secure a balance weight inside the roll. The balance weight was installed to compensate for variations in wall thickness (i.e., weight distribution) of the pipe product used to make the roll. According to the investigation, resonance and vibration, which were initially considered, did not cause the failure.

Fractography is the means and methods for characterizing a fractured specimen or component. This includes the examination of fracture-exposed surfaces and the interpretation of the fracture markings as well as the examination and interpretation of crack patterns. This article describes the former of these two parts of fractography. It presents the techniques of fractography and explains fracture markings using glass and ceramic examples. The article also discusses the fracture modes in ceramics and provides examples of fracture origins.

The fracture cause had to be determined in a three-cylinder crankshaft made of chrome steel 34Cr4 (Material No. 1.7033) according to DIN 17200. The fracture occurred after only 150 h of operation. The fracture was of the bend fatigue type which originated in the fillet of the main bearing and ran across the jaw almost to the opposite fillet of the adjoining connecting rod bearing. The fillet was well rounded and smoothly machined. Thus, no reason for the fracture of the crankshaft could be found externally. No material defects were discernible in the origin or anywhere else. No cause for the crank fracture could be established from material testing. Probably the load was too high for the strength of the crank. Tensile strength could have been increased for the same material by tempering at lower temperature. Additionally, the resistance against high bend fatigue stresses or torsion fatigue stresses could have been increased substantially by including the fillet in the case hardening process.

A spiral bevel gear set in the differential housing of a large front-end loader moving coal in a storage area failed in service. The machine had operated approximately 1500 h. Although the failure involved only the pinion teeth, magnetic particle inspection was performed on each part. The 4817 NiMo alloy steel pinion showed no indication of additional cracking, nor did the 4820 NiMo alloy steel gear. The mode of failure was tooth bending fatigue with the origin at the designed position: root radius at midsection of tooth. The load was well centered, and progression occurred for a long period of time. The cause of failure was a suddenly applied peak overload, which initiated a crack at the root radius. Progression continued by relatively low overstress from the crack, which was now a stress-concentration point. This was a classic tooth bending fatigue failure.